FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,307
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$45.7M
3
+$16.9M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$15.3M
5
KO icon
Coca-Cola
KO
+$11.7M

Top Sells

1
+$37.2M
2
+$25.7M
3
+$20.8M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.11M

Sector Composition

1 Healthcare 8.78%
2 Consumer Staples 8.31%
3 Financials 8.07%
4 Energy 7.49%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$23K ﹤0.01%
+875
627
$23K ﹤0.01%
968
628
$23K ﹤0.01%
581
-159
629
$23K ﹤0.01%
768
+578
630
$23K ﹤0.01%
+236
631
$23K ﹤0.01%
381
+113
632
$23K ﹤0.01%
887
633
$23K ﹤0.01%
253
-130
634
$22K ﹤0.01%
275
+30
635
$22K ﹤0.01%
+5,000
636
$22K ﹤0.01%
900
-168
637
$22K ﹤0.01%
706
638
$22K ﹤0.01%
3,114
639
$22K ﹤0.01%
+260
640
$22K ﹤0.01%
+292
641
$22K ﹤0.01%
719
642
$22K ﹤0.01%
674
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643
$22K ﹤0.01%
+332
644
$22K ﹤0.01%
432
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645
$22K ﹤0.01%
+562
646
$22K ﹤0.01%
709
647
$21K ﹤0.01%
393
648
$21K ﹤0.01%
+370
649
$21K ﹤0.01%
542
+124
650
$21K ﹤0.01%
310
-25
24 25
26
27 28